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Podcast | Win-Win Charitable Giving with Donor-advised Funds & Required Minimum Distributions

Nella Webster O’Grady, CFP® at Ocean Heights Advisors and Advisory Board Member for WISE was interviewed by Stephanie King, CFA®, WISE Board Member.

They discussed the following topics:

Win-Win Charitable Giving with Donor-advised Funds

  • A donor-advised fund (DAF) is a tax-smart investment fund you can establish for charitable giving

  • Streamline the process of donating appreciated securities for you and the recipient of your charitable gift

  • Receive an immediate tax deduction*; then, recommend charitable gifts from the fund over time

Facing a Required Minimum Distribution from a Retirement Account? Consider Making a Charitable Gift

  • A qualified charitable distribution (QCD) is a direct transfer of funds from your IRA to a charity

  • A QCD may allow a person facing a required minimum distribution to donate funds to a charity tax free

  • Feel good donating funds to make a difference during your lifetime

Special Feature: Stephanie interviews Nella on her career journey, a hallmark of our Tearing Down the Pink Wall Series. A rewarding long-term career in finance: Nella Webster O’Grady, CFP® built her skills and then launched her own firm.

*For those who itemize tax deduction


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